QuilterCheviot

Your portfolio viewer

Gratis

2.0.1for iPhone, iPad and more

Quilter & Co. Ltd

Developer

8.7 MB

Size

16/04/2024

Update Date

Finance

About QuilterCheviot

Clients of Quilter Cheviot are able to view portfolio valuations, asset allocations and cash statements across their portfolios
App Main Features
•A summary by value of all portfolios at a consolidated level
•Asset allocation charts
•Portfolio valuation by asset class, holdings and exchange rate where applicable
•Consolidated valuations highlight the relevant holding account
•Capital and income cash statements by currency
•Links to Quilter morning note, market commentary and QED magazine
•Contact information and location maps for Quilter Cheviot offices

The iPad App has the additional features of:

•Full valuation information accessible by rotating the device

•Asset allocation by bar and pie chart

تحديث لأحدث إصدار 2.0.1

Last updated on 16/04/2024

الإصدارات القديمة

Minor updates and improvements including some Dark Mode visual improvements.

Version History

2.0.1

16/04/2024

Minor updates and improvements including some Dark Mode visual improvements.

2.0.0

29/11/2023

With this app, clients of Quilter Cheviot are able to view portfolio valuations, asset allocations and cash statements across their portfolios.

Through this app, clients can access and view:
•Summary by value of all portfolios at a consolidated level.
•Asset allocation charts.
•Portfolio valuations by asset class, holdings and exchange rate where applicable.
•Consolidated valuations highlighting the relevant holding account.
•Capital and income cash statements by currency.
•Links to Quilter morning note, market commentary and QED magazine.
•Contact information and location maps for Quilter Cheviot offices.

The iPad App has the additional features of:
•Full valuation information accessible by rotating the device.
•Asset allocation by bar and pie chart.

If you require any assistance, please contact us on:
•enquiries@quiltercheviot.com
•0207 150 4000

1.9.6

03/05/2023

Minor improvements

1.9.5

02/06/2022

Required update for security improvements

1.9.4

24/05/2022

Required security improvements

1.9.3

15/09/2021

Security updates

1.9.2

19/05/2021

- Technical improvements "under the hood"

1.9.1

10/10/2019

- Added an option to hide keyboard when signing in - simply tap the top portion of the screen to hide the keyboard.
- You will need to update to this version for continued access, please update as soon as you can

1.9.0

12/06/2019

- Improved Accessibility support
- Improved Login flow (please note, you will be required to login manually on first run).

1.8.6

09/08/2018

This version should fix the Touch ID issues, you will have to login manually after upgrade and then you can use it as before.

Thank you for all of the reports about issues with the last update!
Please do upgrade your star ratings too if this fixes it for you :)

1.8.5

01/08/2018

Improvements to handling of Touch ID login.

1.8.4

28/06/2018

Minor improvements and required updates.

1.8.3

15/12/2017

General improvements.

1.8.2

11/10/2017

Improvements and bug fixes.

1.8.1

06/10/2017

Minor fixes in preparation for iOS 11

1.8.0

28/07/2017

You can now securely login using Touch ID
Accounts now display the product below the account name
Many under-the-hood improvements to increase security

1.0.5

12/10/2016

Fixes for login screen behaviour.

1.0.4

15/07/2016

Currency selection bug fixes.

1.0.3

30/06/2016

You can now select your preferred valuation currency.

1.0.2

13/06/2016

Pie chart legend colours corrected.